Tom Gayner's AAPL Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 1.2M shares of Apple Inc. (AAPL) worth $312.5 M, representing 2.54% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, Tom Gayner has maintained a long-term strategic position in AAPL, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2019, adding 457.8K shares. Largest reduction occurred in Q4 2020, reducing 4.0K shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Apple (AAPL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Apple (AAPL) Trades by Tom Gayner
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2015 | +24,000 | New Buy | 24,000 | $31.38 |
| Q3 2015 | +48,000 | Add 200.00% | 72,000 | $27.57 |
| Q4 2015 | +24,000 | Add 33.33% | 96,000 | $26.31 |
| Q1 2016 | +8,400 | Add 8.75% | 104,400 | $27.25 |
| Q2 2016 | +40,000 | Add 38.31% | 144,400 | $23.90 |
| Q3 2016 | +100,000 | Add 69.25% | 244,400 | $28.26 |
| Q4 2016 | +48,000 | Add 19.64% | 292,400 | $28.95 |
| Q1 2017 | +68,000 | Add 23.26% | 360,400 | $35.92 |
| Q2 2017 | +52,000 | Add 14.43% | 412,400 | $36.00 |
| Q3 2017 | +40,000 | Add 9.70% | 452,400 | $38.53 |
| Q1 2018 | +109,340 | Add 24.17% | 561,740 | $41.94 |
| Q2 2018 | +35,080 | Add 6.24% | 596,820 | $46.28 |
| Q3 2018 | +20,680 | Add 3.47% | 617,500 | $56.43 |
| Q4 2018 | +7,640 | Add 1.24% | 625,140 | $39.44 |
| Q1 2019 | +457,800 | Add 73.23% | 1.08 M | $47.49 |
| Q2 2019 | +79,000 | Add 7.29% | 1.16 M | $49.48 |
| Q3 2019 | +26,800 | Add 2.31% | 1.19 M | $55.99 |
| Q4 2019 | +11,400 | Add 0.96% | 1.2 M | $73.41 |
| Q1 2020 | +2,400 | Add 0.20% | 1.2 M | $63.57 |
| Q4 2020 | -4,000 | Reduce 0.33% | 1.2 M | $132.69 |
| Q1 2022 | +8,450 | Add 0.71% | 1.21 M | $174.61 |
| Q2 2023 | +9,000 | Add 0.75% | 1.22 M | $193.97 |
| Q3 2023 | +5,900 | Add 0.49% | 1.22 M | $171.21 |
| Q4 2023 | +4,000 | Add 0.33% | 1.23 M | $192.53 |
| Q1 2024 | +1,300 | Add 0.11% | 1.23 M | $171.48 |
| Q2 2024 | +100 | Add 0.01% | 1.23 M | $210.62 |
Tom Gayner's Apple Investment FAQs
Tom Gayner first purchased Apple Inc. (AAPL) in Q2 2015, acquiring 24,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner has held Apple Inc. (AAPL) for 42 quarters since Q2 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner's largest addition to Apple Inc. (AAPL) was in Q1 2019, adding 1,082,940 shares worth $51.43 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Tom Gayner's firm, Markel Group Inc., owns 1,227,290 shares of Apple Inc. (AAPL), valued at approximately $312.5 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Apple Inc. (AAPL) represents approximately 2.54% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner's peak holding in Apple Inc. (AAPL) was 1,227,290 shares, as reported at the end of Q2 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.